Email delivery sorting

JGiardina211
New Contributor

I would lover service titan to create a report that can track emails being sent by a specific user. I am in charge of sending invoices to clients for payments, and when i run the Email Delivery Status Report it lumps all the invoices that were sent by everyone in the company. (i.e Service Techs who are on the road) i would love to run a report to show exactly who i emailed on a daily/weekly basis so i dont have to worry about email spamming the same client 

2 REPLIES 2

JGiardina211
New Contributor

which report shows invoices not sent, the only report i see is the Email Delivery Status report ?

jyoung53D1
New Contributor III

There is a report that shows you all the invoices not sent.  Also on the new Customer/Location screens you can actually see which ones are unsent, sent, and which ones were opened by the customer.  We turned on the Automatic Invoicing, so ever time the job is done, it emails the invoice.  The bad side is that the feature only emails the last added email address to the account.